{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/748ffe5d8adc4648adad10b6accb1241\" frameborder=\"0\" width=\"1502\" height=\"1126\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1126,"width":1502,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1126,"thumbnail_width":1502,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/748ffe5d8adc4648adad10b6accb1241-d410842c3a7405f2.gif","duration":287.5520000000001,"title":"How to Set Up Plan Templates","description":"This Loom explains how to set up Rotor plan templates and agreements to start selling service plans. It covers using the setup task wizard to connect Stripe and configure the price book, then editing plan templates to prefill line items like exterior cleaning and pane ranges, including pricing and guarantees. It then shows creating agreements under Forms and Agreements, adding terms, logos, business information, and customer-facing guarantees for auto-generation and signing on desktop or mobile. Finally, it walks through creating a plan for a test customer with set billing options like auto-pay after each job or monthly billing, and using schedule to manage technician availability and avoid double booking."}